Skip to content
Disclosery

Marcum Wealth, LLC: SBUX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Marcum Wealth, LLC on SBUX, newest first. How the timeline and the estimate are built.

Marcum Wealth, LLC held 10,934 SBUX shares at 2025-03-31 per its 13F-HR filed 2025-04-02.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 10,934 shares
    Change vs previous 13F +875 shares

    0.09% of the 13F portfolio, value $1,072,560.

    13F-HR 0001784450-25-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-12-31
    13F 10,059 shares
    Change vs previous 13F +521 shares

    0.08% of the 13F portfolio, value $917,842.

    13F-HR 0001784450-25-000001 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 9,538 shares
    Change vs previous 13F +28 shares

    0.09% of the 13F portfolio, value $929,841.

    13F-HR 0001784450-24-000006 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-06-30
    13F 9,510 shares
    Change vs previous 13F -357 shares

    0.07% of the 13F portfolio, value $740,360.

    13F-HR 0001784450-24-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-03-31
    13F 9,867 shares
    Change vs previous 13F +535 shares

    0.09% of the 13F portfolio, value $901,732.

    13F-HR 0001784450-24-000003 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-12-31
    13F 9,332 shares
    Change vs previous 13F -132 shares

    0.1% of the 13F portfolio, value $896,011.

    13F-HR 0001784450-24-000001 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-09-30
    13F 9,464 shares
    Change vs previous 13F -1,327 shares

    0.1% of the 13F portfolio, value $863,759.

    13F-HR 0001784450-23-000005 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-06-30
    13F 10,791 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,068,991.

    13F-HR 0001784450-23-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).